Summary
XDIV
Prices · period metrics · 12M
NAV as of 11/06/2026
10/07/2025 → 06/05/2026
Return 18.88% Volatility 13.09% Sharpe 1.46
Official loaded data — not a live quote.

ROUNDHILL S&P 500 NO DIVIDEND TARGET ETF

Symbol: XDIV

Exchange: BATS

Sector: Technology

Category: Large Blend

Inception date: 09/07/2025

Latest date: 11/06/2026

Current price: $30.03

Expense ratio: 0.08%

Assets under management
$56.0M
1.49% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.16%

Ann. -35.69% (Sharpe / Sortino numerator)

Volatility

18.48%

Sharpe ratio

-2.129

VaR 95%

-1.53%

CVaR 95%: -1.71%
Max drawdown: -7.76%
Sortino ratio: -4.531
Calmar ratio: -4.60

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.20%

Ann. -13.41% (Sharpe / Sortino numerator)

Volatility

15.44%

Sharpe ratio

-1.104

VaR 95%

-1.55%

CVaR 95%: -1.83%
Max drawdown: -9.16%
Sortino ratio: -1.784
Calmar ratio: -1.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

7.67%

Ann. -2.53% (Sharpe / Sortino numerator)

Volatility

14.06%

Sharpe ratio

-0.438

VaR 95%

-1.53%

CVaR 95%: -1.89%
Max drawdown: -9.16%
Sortino ratio: -0.644
Calmar ratio: -0.28

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

18.88%

Ann. 22.66% (Sharpe / Sortino numerator)

Volatility

13.09%

Sharpe ratio

1.457

VaR 95%

-1.41%

CVaR 95%: -1.73%
Max drawdown: -9.16%
Sortino ratio: 2.201
Calmar ratio: 2.47

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 10/07/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.078%

Best day

3.27%

31/03/2026
Worst day

-2.669%

10/10/2025
Days with data

232

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $29.59 $30.11 $29.55 $30.03 19,900
10/06/2026 $30.00 $30.00 $29.53 $29.53 3,700
09/06/2026 $30.29 $30.37 $29.43 $29.99 21,500
08/06/2026 $30.24 $30.30 $30.09 $30.09 8,800
05/06/2026 $30.65 $30.65 $29.98 $30.06 11,800
04/06/2026 $30.62 $30.87 $30.62 $30.84 9,200
03/06/2026 $30.75 $30.81 $30.69 $30.71 24,400
02/06/2026 $30.84 $30.96 $30.82 $30.92 21,500
01/06/2026 $30.80 $30.94 $30.75 $30.86 20,600
29/05/2026 $30.78 $30.86 $30.75 $30.81 21,700